Pareto Financial Planning has strengthened its team with the appointment of Finance Director, Chris Romain. Chris brings a wealth of experience having worked for over 10 years in high growth FCA regulated businesses, including Tatton Asset Management.
Chris says “I am delighted to join Pareto at this incredibly exciting time for the business. I am looking forward to helping the firm achieve its future growth targets.”
Chris Colclough also joined the 18 strong team of financial advisers in September. Chris brings a wealth of experience having successfully run his own business for 10 years prior to its sale in 2010. Chris subsequently trained as a financial adviser and joins us after 3 years at St James’s Place.
Earlier in the year, Nicky Aspray was promoted to Operations Director. Nicky has delivered many projects not least in recent months leading her team, and the wider company, through the logistical challenges which Coronavirus presented us with.
John Stevenson, Managing Director at Pareto, said “I am delighted to welcome Chris and Chris, the experience they bring with them will be invaluable for the future growth plans of Pareto.”
“I would also like to welcome all of those who have joined us this year, some of which were thrown in at the deep end joining us just as the pandemic saw us all having to work remotely. The strength of the Pareto culture has excelled during this year. I am proud that our team have pulled together and continued to provide an outstanding service to our clients whilst also supporting each other.”
“People matter to us and we are pleased to be able to reward hard work and achievements, congratulations to Nicky on her well-deserved promotion.”
During the lockdown period Pareto grew their team by 5 people across all departments including HR, Marketing and Employee Benefits, taking the total headcount to 55.
Pareto works with individuals and businesses across the North West as well as in partnership with accountancy practices throughout the region, offering financial planning advice to their clients. Pareto has almost £800m under influence and has recently been named as one of only two independent North West financial advisers in the Financial Times Top 50.